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AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
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33 hedge funds and large institutions have $114M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

65% more funds holding

Funds holding: 20 → 33 (+13)

51% more capital invested

Capital invested by funds: $75.1M → $114M (+$38.7M)

125.27% less ownership

Funds ownership: 226.34% → 101.07% (-125%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$9.06M
2
AWM
AE Wealth Management
Kansas
+$7.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.06M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$4.56M
5
CAN
Cetera Advisor Networks
California
+$3.82M

Top Sellers

1
GS
GTS Securities
New York
-$448K
2
GLR
Great Lakes Retirement
Ohio
-$199K
3
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
-$46.3K
4
NFG
Nations Financial Group
Iowa
-$42K
5
AWA
Authentikos Wealth Advisory
California
-$30.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$196K +$199K +7,975 New
LOIP
27
Live Oak Investment Partners
Texas
$128K – – –
KFG
28
Kingdom Financial Group
Arizona
$45.6K +$46.4K +1,859 New
UBS Group
29
UBS Group
Switzerland
$44.5K +$45.3K +1,814 New
NS
30
NBC Securities
Alabama
$17K +$18.1K +725 New
OLVIG
31
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K -$46.3K -1,852 -79%
CFD
32
Creative Financial Designs
Indiana
$7.36K +$7.49K +300 New
RWPA
33
Richard W. Paul & Associates
Michigan
$1.72K +$1.37K +55 +367%
DFA
34
DHJJ Financial Advisors
Illinois
$246 +$250 +10 New
GS
35
GTS Securities
New York
– -$448K -17,974 Closed
WIM
36
WealthPlan Investment Management
Nebraska
– -$19.4K -779 Closed
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